Analytics & BI
Analytics & Business Intelligence
Embedded analytics and AI-powered insights across every business cloud.
Analytics & Business Intelligence
Data without insight is just noise. HotCRM includes a powerful, embedded analytics engine that understands your metadata and permissions structure natively — no separate BI tool required. Every cloud comes with pre-built dashboards, and natural language queries put the answers to any business question at your fingertips.
Operational Reports
Real-Time Reporting
Reports run on live data — no nightly syncs, no stale dashboards.
- Drag-and-Drop Builder: Business users can create reports without IT help — group, filter, summarize, and sort with clicks
- Cross-Object Reporting: Join data across clouds (e.g., "Show me Accounts with open Opportunities AND overdue Cases")
- Report Types: Tabular, Summary, Matrix, and Joined reports for every analytical need
- Scheduling: Automate report delivery via email on daily, weekly, or monthly schedules
- Export: One-click export to Excel, CSV, or PDF for offline analysis and presentations
Interactive Dashboards
Visual dashboards that tell the story behind your numbers.
- Visualization Types: Charts, Gauges, Funnels, Heatmaps, KPI Cards, and Trend Lines
- Dynamic Filters: Slice any dashboard by Region, Time Period, Team, Product, or custom dimensions
- Drill-Down: Click on any chart segment to see the underlying records that make up the number
- Role-Based Dashboards: Executives, managers, and individual contributors each see the metrics most relevant to their role
- Mobile Optimized: Dashboards render responsively on tablets and phones for on-the-go access
Sales Analytics
Track every aspect of your sales engine.
| Metric | Description |
|---|---|
| Pipeline Value | Total value of all open opportunities by stage |
| Win Rate | Percentage of opportunities that close as "Won" |
| Average Deal Size | Mean opportunity amount across the pipeline |
| Sales Cycle Length | Average days from opportunity creation to close |
| Lead Conversion Rate | Percentage of leads successfully converted to opportunities |
| Quota Attainment | Individual and team progress against revenue targets |
| Forecast Accuracy | Predicted vs. actual closed revenue for each period |
| Activity Metrics | Calls, emails, and meetings per rep per week |
Marketing Analytics
Measure the effectiveness of every marketing dollar.
| Metric | Description |
|---|---|
| Campaign ROI | Revenue generated divided by campaign cost |
| Cost Per Lead (CPL) | Total marketing spend divided by leads captured |
| Cost Per Acquisition (CPA) | Total cost to acquire one paying customer |
| Email Open Rate | Percentage of delivered emails that are opened |
| Click-Through Rate (CTR) | Percentage of opens that result in a link click |
| MQL to SQL Conversion | Rate at which marketing-qualified leads become sales-qualified |
| Channel Performance | Side-by-side comparison of ROI by marketing channel |
| Funnel Velocity | Speed at which leads progress through the marketing funnel |
Service Analytics
Monitor support quality and customer satisfaction.
| Metric | Description |
|---|---|
| Average Response Time | Mean time to first agent response |
| Average Resolution Time | Mean time from case open to close |
| SLA Compliance Rate | Percentage of cases meeting SLA targets |
| First Contact Resolution (FCR) | Cases resolved on the first interaction |
| Customer Satisfaction (CSAT) | Post-case satisfaction survey scores |
| Net Promoter Score (NPS) | Customer loyalty and advocacy metric |
| Case Backlog | Open cases by age, priority, and assigned agent |
| Agent Utilization | Cases per agent with capacity and workload tracking |
Revenue Analytics
Track the financial health of your business.
| Metric | Description |
|---|---|
| Total Contract Value (TCV) | Sum of all active contract amounts |
| Annual Recurring Revenue (ARR) | Subscription revenue normalized to an annual figure |
| Monthly Recurring Revenue (MRR) | Subscription revenue on a monthly basis |
| Quote-to-Close Ratio | Percentage of quotes that convert to signed contracts |
| Days Sales Outstanding (DSO) | Average number of days to collect payment |
| Renewal Rate | Percentage of contracts that renew at expiration |
| Average Contract Length | Mean duration of active contracts in months |
| Invoice Aging | Outstanding invoices grouped by 30/60/90+ day buckets |
HR Analytics
Measure workforce health and talent effectiveness.
| Metric | Description |
|---|---|
| Time-to-Hire | Average days from requisition opening to offer acceptance |
| Cost-per-Hire | Total recruiting spend divided by number of hires |
| Employee Turnover | Annualized rate of voluntary and involuntary departures |
| Offer Acceptance Rate | Percentage of extended offers that are accepted |
| Average Performance Rating | Mean review score across the organization |
| Training Completion Rate | Percentage of assigned training courses completed |
| Leave Utilization | Percentage of available PTO days actually used |
| Headcount vs. Budget | Actual FTE compared to budgeted positions |
AI-Powered Insights
Go beyond static reports with intelligent, proactive analysis.
- Trend Detection: "Pipeline is trending down 15% compared to last quarter — here are the contributing factors"
- Anomaly Alerts: "Unusual spike in Case Volume detected in the Europe region this week"
- Predictive Forecasting: AI-adjusted revenue forecasts that account for deal velocity, engagement signals, and historical patterns
- Natural Language Queries: Ask questions in plain English — "Show me all deals in California over $50K that haven't been updated in 10 days"
- Explainable AI: Click "Why?" on any metric to see the leading factors behind the number (e.g., "Win Rate dropped because Competitor X increased their discounting")
- Automated Recommendations: "Leads from Webinar campaigns convert 3x better than Email campaigns — consider reallocating budget"
Data Integration
For organizations that need to combine CRM data with external sources.
- Data Warehouse Sync: Native connectors to push data to Snowflake, BigQuery, or Redshift for enterprise-scale analytics
- External Objects: View data from ERP and legacy systems inside HotCRM without copying it (data virtualization)
- API Access: RESTful and GraphQL APIs for building custom analytics dashboards and data pipelines
- Scheduled Exports: Automated data extracts on a schedule for regulatory reporting or downstream systems
Best Practices
- Start with Questions: Define the business questions you need answered before building dashboards
- Less is More: A dashboard with 5 well-chosen metrics beats one with 50 that nobody reads
- Automate Distribution: Schedule key reports to arrive in stakeholders' inboxes every Monday morning
- Act on Insights: Analytics only matter if they drive action — every dashboard should lead to a decision
- Trust AI Recommendations: The system sees patterns across thousands of records that humans miss — let it guide your strategy